Professional SErvices News
read the latest about the firms transforming how wealth advisors implement alts in their practices
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Reaching Women and Gen Z Investors During the Great Wealth Transfer
This combination of clear education and thoughtful storytelling is what resonates with the next generation of investors. It’s what builds loyalty.
Monroe Capital Supports Renovus Capital Partners’ Acquisitions of K2 Services, Epiq GBTS and Forrest Solutions
Together, K2, Epiq GBTS and Forrest will combine to redefine how businesses mobilize, creating a scaled, integrated platform that serves as the operational backbone for professional services and legal clients, enabling them to focus on their core competencies.
SEI Drives Sustained Momentum Across Global Wealth Management Markets
Demand for end-to-end wealth management experience, business transformation powers growth.
NexPoint Fully Subscribes $28 Million Lodging I DST
Accelerated closing shows strong demand for NexPoint’s first dedicated hospitality DST offering.
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Recent News
Private Real Estate Pricing Shows Signs Of Stabilization
Bluerock Commercial real estate values, as measured by the widely recognized Green Street Commercial Property Index (CPPI), have turned positive in the last several months....
Blue Vault Transforms Summit 2025 Planning with Advisor Task Force
Blue Vault Blue Vault today announced the formation of an advisor task force to help shape the agenda for its 2025 Alts Summit and establish the deliverables wealth advisors...
Leitbox Storage Partners Opens New Facility in Sanford, Florida
Leitbox Storage Partners Leitbox Storage Partners, “Leitbox”, a self-storage investment and development platform based in Birmingham, Alabama, announced today the opening of...
As of March 31, 2024, what percentage of nontraded REIT industry total assets were held by Blackstone Real Estate Income Trust, and how does that compare to March 31, 2023?
Answer: As of March 31, 2024, Blackstone REIT reported total assets of approximately $129.7 billion, 59.6% of total industry assets. As of March 31, 2023, the Fund reported...
Capital Square Fully Subscribes DST Offering of Build-for-Rent Townhome Community in Knoxville, Tennessee
Capital Square Capital Square, one of the nation’s leading sponsors of tax-advantaged real estate investments and an active developer and manager of housing communities,...
Rethinking Your Marketing Focus: It’s About Your Audience, Not Just Your Firm
Marketing Intent Is your marketing all about your firm? It shouldn’t be. We’ve noticed lately that marketing isn’t focused on the target audience, but rather on the firm...
More articles…
Opportunity Zone Funds: Could Changes Be on the Horizon?
Opportunity Zone Funds: Could Changes Be on the Horizon? June 28, 2022 | John Rickman | WealthForge A recent blog post from WealthForge: A key incentive of the federal opportunity zone program may have expired, but qualified opportunity zone funds continue to offer...
The Importance of MFFO in Assessing Nontraded REIT Performance
Most investors in nontraded REITs correctly focus their attention on cash flows, or more specifically the cash distributions the…
Selections from Q1 2022 Nontraded REIT Industry Review Now Available
Selections from Q1 2022 Nontraded REIT Industry Review Now Available The following sections of the Q1 2022 Nontraded REIT Industry Review are now available to Blue Vault subscribers in Classic PDF Reports: • Capital raise Since 1990 Q1 2022 • Full Cycle Listings Q1...
Financial Advisors Want Alts for Everyone, According to a New CAIS Survey
Financial Advisors Want Alts for Everyone, According to a New CAIS Survey June 21, 2022 | Holly Deaton | RIAIntel A new survey suggests that financial advisors want all retail investors to have the same access as accredited investors. A majority of financial...
Bento Engine Scores $1.1 Million in Seed Funding
Bento Engine Scores $1.1 Million in Seed Funding June 23, 2022 | Holly Deaton | RIAIntel Bento Engine, a fintech company that mines CRM data and alerts advisors when it finds potential advice opportunities for their clients, announced Wednesday that it had raised $1.1...
Three Reasons Why A Low Quality Website Hurts Your Business
Three Reasons Why A Low Quality Website Hurts Your Business June 24, 2022 | Marketing Intent Have you ever come across a company and visited their website only to be shocked by what you found? Maybe you came across jargon, outdated information, or even typos. This is...
Urban Catalyst Surpasses $100 Million in Fundraising for Its Opportunity Zone Fund II
Urban Catalyst, Silicon Valley’s premier Opportunity Zone Fund, announced that it has raised more than $100 million for its…
Three Audiences New Asset Managers Need To Understand
Three Audiences New Asset Managers Need To Understand June 24, 2022 | Marketing Intent Are you an asset manager that’s new to offering your products through financial advisors and the broker-dealer network? IN THIS ARTICLE, WE’LL TALK ABOUT THE VARIOUS AUDIENCES...
Marcus & Millichap: Retail Sales
Retail sector approaches a junction. Improvements in grocery and dining-related spending were brightspots in May, when…
KBS Signs New Leasing Agreements with National, Regional and Local Tenants at 427,799 Square-Foot Office Property in Dallas, Texas
KBS, one of the largest investors in commercial real estate, has signed three new lease agreements totaling 24,568 square feet…
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